Liberty Global (Buy, $27, +35%) Q4 23 - Strategy update will need to be material to offset VMO2 guidance
Tonight’s results and guidance are really results of two halves: a weaker than expected Q4 from VMO2 and a disappointing 2024 guidance outlook, while for the other assets, Q4 results and 2024 guidance were better than expectations.
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- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
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We provide debt research on:
- Pan European Telecom Services and Cable
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